D365 FO - New document type in Print Management setup

Hello everyone, today we'll look at how to add a document type to the print management configuration in Dynamics 365 Finance.

The first step should be to extend the base enum print management document type [PrintMgmtDocumentType] and add a new element there.

The second step should be to extend the PrintMgmtNode class based on the module where you want to add the custom document. We will add a document to the accounts receivable print management configuration as an example.

 

[ExtensionOf(classStr(PrintMgmtNode_Sales))] final class PrintMgmtNode_Sales_Extension {     public List getDocumentTypes()     {         List documentTypes;           documentTypes = new List(Types::Enum);           documentTypes = next getDocumentTypes();           documentTypes.addEnd(PrintMgmtDocumentType::CustomDocument);                                      return documentTypes;     }   }

 

Subscribe to the NotifyPopulate function of the PrintMgmtReportFormatPublisher class to insert a default report into a custom document.

 

public class PrintMgmtReportFormatPublisherUtil {    [SubscribesTo(classstr(PrintMgmtReportFormatPublisher),                  delegatestr(PrintMgmtReportFormatPublisher, notifyPopulate))]     public static void notifyPopulate()     {         #PrintMgmtSetup           void addFormat(PrintMgmtDocumentType _type, PrintMgmtReportFormatName _name,                    PrintMgmtReportFormatCountryRegionId _countryRegionId = #NoCountryRegionId)         {             PrintMgmtReportFormatPublisherUtil::addPrintMgmtReportFormat(_type, _name, _name,                _countryRegionId);         }           addFormat(PrintMgmtDocumentType::CustomDocument,                       ssrsReportStr(CustomReport, Report));     }       private static void addPrintMgmtReportFormat(         PrintMgmtDocumentType _type,         PrintMgmtReportFormatName _name,         PrintMgmtReportFormatDescription _description,         PrintMgmtReportFormatCountryRegionId _countryRegionId,         PrintMgmtReportFormatSystem _system = false,         PrintMgmtSSRS _ssrs = PrintMgmtSSRS::SSRS)     {         PrintMgmtReportFormat printMgmtReportFormat;           select firstonly printMgmtReportFormat             where printMgmtReportFormat.DocumentType == _type                 && printMgmtReportFormat.Description == _description                 && printMgmtReportFormat.CountryRegionId == _countryRegionId;           if (!printMgmtReportFormat)         {             // Add the new format             printMgmtReportFormat.clear();             printMgmtReportFormat.DocumentType = _type;             printMgmtReportFormat.Name = _name;             printMgmtReportFormat.Description = _description;             printMgmtReportFormat.CountryRegionId = _countryRegionId;             printMgmtReportFormat.System = _system;             printMgmtReportFormat.ssrs = _ssrs;             printMgmtReportFormat.insert();         }     } }

 

To get the default report, subscribe the delegate getDefaultReportFormatDelegate and getQueryTableIdDelegate of class PrintMgmtDocType.

 

public class PrintMgmtDocTypeEventHandler {       [SubscribesTo(classStr(PrintMgmtDocType), delegateStr(PrintMgmtDocType,                   getDefaultReportFormatDelegate))]     public static void getDefaultReportFormat(PrintMgmtDocumentType _docType, EventHandlerResult                                               _result)     {         switch (_docType)         {                 case PrintMgmtDocumentType::CustomDocument:                 _result.result(ssrsReportStr(CustomReport, Report));                 break;         }     }         [SubscribesTo(classStr(PrintMgmtDocType), delegateStr(PrintMgmtDocType,      getQueryTableIdDelegate))]     public static void PrintMgmtDocType_getQueryTableIdDelegate(PrintMgmtDocumentType _docType,                                                                  EventHandlerResult _result)     {         TableId tableId;          switch (_docType)         {             case PrintMgmtDocumentType::CustomDocument:                 tableId = tableNum(CustomReportTemp);                 _result.result(tableId);                 break;         }     }  }